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If the banking industry still hasn't discovered the magic of artificial intelligence, this chatbot template can give it a glimpse of that. Conversational AI in financial services can not only give rise to personalized experiences but it can also banking transactions seamless and hassle-free. Customers can apply for a loan immediately without filling out a form that takes hours and hundreds of banking agent calls.

Features and Benefits :

1. The chatbot declares in the beginning that the customer must be at least 21 years old to apply for a personal loan.

2. It asks the customer about the city and locality of the property.

3. It asks the customer to add a few pictures of the place.

4. It asks them to add a caption for the image.

5. It allows the customer to skip this part altogether.

6. It asks them to enter a price for the property.

7. It asks them for the number of bedrooms in the property, such as 1 BHK, 2 BHK, 3 BHK, or 4 BHK.

8. It asks the customer to enter the area (in square feet) of the property.

9. It asks the customer if it is a new property transaction or a resale property transaction.

10. It asks the customer if they are the property owner, agent, or broker.

11. To connect the customer with a buyer/tenant, it collects their name, email address, and phone number.

12. It can automate menial everyday tasks and save time for financial services professionals.

Similar Templates in finance-banking Industry

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Manager of IT Services

Manager of IT Services

Real Estate

industry

Real Estate

category

IT Services

capacity

50M - 250M USD

The TARS team was extremely responsive and the level of support went beyond our expectations. Overall our experience has been fantastic and I would recommend their services to others.

Lindsey Roark Mayes

Lindsey Roark Mayes

Ex-Director of SOS IT (State of Indiana)

Lindsey Roark Mayes
industry

Government

Implementing a chatbot revolutionized our customer service channels and our service to Indiana business owners. We're saving an average of 4,000+ calls a month and can now provide 24x7x365 customer service along with our business services.

Marketing Operations Manager

Marketing Operations Manager

Healthcare and Biotech

Marketing Operations Manager
industry

Healthcare and Biotech

category

Marketing

capacity

30B + USD

The Tars team has been wonderful to work with. We've used them for a few years and just expanded their tools' use; the customer support they offered was unmatched. I appreciate everything they have assisted us with. The platform itself is very user-friendly and straightforward to navigate. It had all the features we needed; if not, they added it.

Levi Eastwood

Levi Eastwood

Marketing Director, UCI Paul Merage School of Business

Levi Eastwood
industry

Education

Since our launch of Tars chatbots, we've had more than 5k interactions with them from individuals on the website. We saw prospects interacting with the chatbot regarding application timelines, tuition, curriculum, and other items that may come through an email. This provides another avenue of access to our team while cutting down on staff needing to email back.

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Product Manager

Finance (non-banking)

Product Manager
industry

Finance

category

Product Management

capacity

50M - 250M USD

My organization is using Tars Chatbot more than 2 years now. The Chatbot is very useful is generating quality leads for us.

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